China Internet, Consumer Discretionary, Insurance Stocks Favored, BNP Says

The video discusses market confidence in 2019, influenced by the Fed and US-China trade talks. It highlights the need for investor caution due to earnings downgrades and market volatility. Valuation trends show increased PE ratios, suggesting selective stock picking. Attractive sectors in China include Internet companies and consumer discretionary, benefiting from policy changes.

What factors have contributed to the need for investors to be more conservative in early 2019?

• Unresolved intellectual property rights and market access issues

• Increased market confidence

• Resolved US-China trade issues

• Stable Federal Reserve policies

What has been the trend in consensus earnings estimates in most countries recently?

• Significant increases

• Continuous downgrades

• Stable estimates

• Continuous upgrades

How have price index ratios in Asia changed recently?

• They have increased due to market performance and declining earnings estimates

• They have increased due to rising earnings estimates

• They have remained stable

• They have decreased significantly

Which sector is highlighted as attractive due to government policy rollbacks in 2018?

• Chinese agriculture

• Chinese Internet

• Chinese manufacturing

• Chinese real estate

Which sectors are considered attractive due to supportive measures like tax cuts in China?

• Chinese consumer discretionary and insurance

• Chinese technology and healthcare

• Chinese real estate and agriculture

• Chinese manufacturing and energy